Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment...

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Portfolio Navigator Free.Smart.Simple Supported by Great Lakes

Transcript of Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment...

Page 1: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a

Portfolio Navigator Free.Smart.Simple

Supported by Great Lakes

Page 2: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a

• Easily accessible by logging in to your Great Lakes website account

• Filter NSLDS data to identify at-risk students regardless of servicer

• Provides e-mail, letter, and call campaigns tailored to students’ situations.

• Using NSLDS Data the Portfolio Navigator informs students who to contact for repayment help, including the servicer’s name, website, and phone number.

• https://schools.mygreatlakes.org

Page 3: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a
Page 4: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a
Page 5: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a

NSLDS Navigating the NSLDS Website • Use the NSLDS website (https://www.nslds.ed.gov). • Access files via the Org tab or the Report tab. • Great Lakes recommends using the Org tab to gather information for their entire portfolio monthly with no need to sort in Portfolio Navigator later. • Great Lakes does not recommend using the Report tab, as it only allows a three-year reporting window, which requires more maintenance. File Types • School Portfolio file (SCHPR1) • Delinquency file (DELQ01) Note: Schools must obtain both file types in fixed-width format.

Page 6: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a

EDconnect

Page 7: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a
Page 8: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a
Page 9: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a
Page 10: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a
Page 11: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a

Mail merge

• Click on mailings

• Select recipients

• Click on Saved recipient list

• Click Send

Page 12: Portfolio Navigator Free.Smart.Simple · Portfolio Navigator Deferment . Forbearance Reoavment Earlv Dela (31-134 Late Dela (240+ Davs) 5,599 5,102 18,126 2,110 1,064 545 ta in a

Contact: Becky Davis

877-215-7693

[email protected]